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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,060 | $102,429-54.1% | $147,096-68.0% | $80,925-41.8% |
| Participation rate | 88.6% | 75.9%+12.7pp | 82.2%+6.4pp | 67.7%+20.9pp |
| Annual return | 13.70% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $7,462 | $3,716+100.8% | $4,936+51.2% | $2,756+170.7% |
| Participant deferral / active EE | $8,691 | $6,649+30.7% | $8,071+7.7% | $4,299+102.2% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |